THE WALDRON Team
EXPERIENCE & KNOWLEDGE
At the heart of Waldron is an experienced team of passionate professionals with niche experience across the many disciplines required to simplify the complexities of wealth our clients face.
Paula Famularo
Client Service Associate
Shelby Fedorka, PHR, SHRM-CP
Senior Director – Human Resources
Andrew Feldmann
Team Lead – Business Development
Kuran Gadziala
Client Service Specialist
Sam Goehring
Technology Strategist
William A. Groom, CFP®
Strategist – Wealth Planning
Alex Hendrickson, CFP®
Director – Investments
Nik Higgins
Client Service Specialist
Cecilia Huntington
Client Service Specialist
Stephen Kajmo CFP®
Wealth Planning Analyst
Mary Keegan, Esq., IACCP®
Chief Compliance Officer
Chris Keller, CFP®
Team Lead – Client Service
CULTURAL PILLARS
To keep our company culture thriving, we have established four “culture pillars” that serve as guideposts for developing our intra-company mindset.
- We Are A Team
- We Are All Entrepreneurs
- Driven To Make A Difference
- Mission First
WORKING AT WALDRON
At Waldron, we grow our team ahead of our needs, so that we can continue to deliver high touch, comprehensive counsel to each client we serve. That’s why we are always looking to meet passionate and talented people who are interested in joining our mission.
• Exceptional opportunities for growth and development
• Highly competitive compensation and benefits
• Award-winning culture of collaboration
Insights
The Tax Coordination Gap
by Joseph Palmieri, CFA
A Founder’s Guide to Qualified Small Business Stock
by Claudia Balla, CFP®, CIMA®